+12.1%
IBM vs PLTD
-77.5%
+89.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +1.4% |
| 7D | +1.6% | -4.8% | +6.3% | +0.8% |
| 30D | +9.2% | +16.9% | -7.7% | +12.5% |
| 3M | +4.9% | +2.6% | +2.3% | +6.1% |
| 6M | +16.8% | -36.2% | +53.0% | +11.4% |
| YTD | -14.3% | -19.4% | +5.1% | -14.9% |
| 1Y | -16.7% | -22.5% | +5.8% | -17.6% |
| All | +12.1% | -77.5% | +89.7% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling